Plan Snapshot
- Plan Sponsor: Yellowhouse Machinery Company
- Sponsor EIN: 750982959
- Sponsor Address: PO BOX 31388, AMARILLO, TX, 79120
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $24.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 277 | $24.2M | $749,457 | $1.6M |
| 2023 | 263 | $21.7M | $686,729 | $1.5M |
| 2022 | 253 | $17.4M | $601,371 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CMMS CPAS & ADVISORS, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $104,611 | — | $104,611 | — | — |
| 2023 | $89,200 | $5,870 | $83,320 | — | — |
| 2022 | $85,431 | $6,116 | $79,315 | — | — |